Introduction

An exclusive wealth advisor.

For more than a decade, we have stayed focused on family wealth so our clients can focus on what is important to them.

Family Expertise

When we founded BBR Partners in 2000 as a multi-family office, we were looking to create an alternative to the Wall Street firms that service institutional investors. We believed then, as we do now, that the needs of wealthy families differ significantly from those of other investors. Our sole focus on families has given us a deep understanding of the unique tax situations, intra-family dynamics and investment requirements of high-net-worth individuals. We remain committed to providing the holistic approach that multigenerational families need.

Independence and Transparency

Our business model is straightforward: we align our objectives solely with those of our clients. We have no internal managers and do not receive compensation from anyone other than our clients. Therefore our only incentive is to understand each client’s needs and to act in their best interest. We combine years of Wall Street experience and extensive resources with objectivity to provide unbiased advice to meet each family’s unique goals.

Collaboration and Ingenuity

Our collaborative approach to multidisciplinary management enhances our ability to tackle issues from multiple perspectives. Whether it is effective philanthropy, tax efficiency or family education, the depth and breadth of our collective knowledge allows us to design unique solutions for any issue a client may face.

Firm Snapshot

Client minimum of $20 million in investable assets

Founded in 2000 as a multi-family office

Serving more than 100 clients with over $9 billion in assets under management

Consistent leadership; no turnover at the Partner level in our history

Exceptionally high staff-to-family ratio

Located in New York and San Francisco

Stability and Accountability

With no turnover of leadership and no acquisitions in our 14-year history, we have become a stable and enduring presence in our clients’ lives. We have maintained thoughtful growth, expanding organically to preserve our heritage of highly personalized solutions and service. We hire and train employees who embody a strong sense of personal accountability and commitment to our clients’ well-being. We are proud of our high employee and client retention, which we view as a testament to our commitment to excellence.